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Admin User が「#Data Management」で質問
I am working on sending leads into Salesforce from a Wanted Technologies list that we get every week. I am having trouble updating the current leads that are already in the system. I noticed we had leads with the same name in Salesforce and it updated the lead that was not the lead that was created last week through the Wanted upload. I am trying to match the 'name' for the update because I don't have the Salesforce ID in the file I get and I think that is what is throwing it off. Does anyone have any suggestions on how to avoid updating the wrong lead? Is there any way I can use the custom 'hash number' field I have created for trying to avoid duplicates because that is what I have from Wanted?

 

Keith Schroeder

 

Journal Communications
7 件の回答
  1. 2011年9月21日 15:41
    I am just using the Import Wizard. Can I do that through that?
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